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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,165 | $82,678+12.7% | $125,391-25.7% | $68,490+36.0% |
| Participation rate | 82.9% | 75.1%+7.9pp | 82.4%+0.5pp | 67.9%+15.0pp |
| Annual return | -19.71% | -5.97%-13.7pp | 572.41%-592.1pp | -7.85%-11.9pp |
| Employer contribution / active EE | $651 | $3,382-80.8% | $4,816-86.5% | $2,597-74.9% |
| Participant deferral / active EE | $6,657 | $6,111+8.9% | $7,448-10.6% | $4,028+65.3% |
| Admin fee / account holder | $12,065 | $6,277+92.2% | $10,009+20.5% | $5,403+123.3% |